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Fixed income Credit Monetary policy Content CoE Program Global Program USA Article
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Rate relief: Fed cuts half point, but says “economy is strong” 

Our expert explains the Fed's bold rate cut and some key takeaways for investors.

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Caroline Casavant

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3 min
Article
2025-09-30
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Economic cycle Elections Geopolitical Content CoE Program Global Program Wellington on Washington and the World USA Article
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Harris vs Trump: The foreign policy and investment implications

Our expert examines expected Harris and Trump foreign policies and their potential impact on the investment landscape.

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Thomas Mucha

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4 min
Article
2025-02-28
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Economic cycle Interest rates Monetary policy Content CoE Program Global Program Yielding insights Article
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Walking a mile in Fed Chair Powell’s shoes

A slow roll on rate cuts by the Fed could frustrate markets and lead to more volatility ahead of the September FOMC meeting. See our take on what to expect for the next few weeks.

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By

Brij Khurana

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4 min
Article
2025-08-31
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Market disruptions Volatility Tactical allocation Institutional Program Content CoE Program Global Program Interest rates Multi-asset iStrat Article
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Massive market sell-off: Justified or an overreaction?

What's behind the global market meltdown, and what should investors consider doing?  Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson shares her views.

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Nanette Abuhoff Jacobson

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3 min
Article
2025-08-31
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Multi-asset Outlook Tactical allocation Content CoE Program Global Program Multi-Asset solutions Article
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Unlocking investment value in a 3D world

Co-Head of Multi-Asset Strategy Nick Samouilhan explains why focusing on the “3Ds” of divergence, dispersion and disruption could help to uncover investment opportunities while strengthening portfolio resilience.

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By

Nick Samouilhan, PhD, CFA, FRM

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5 min
Article
2025-07-31
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